Ballew Advisors, Inc
Jackson MS · SEC CIK 0001729096
$1.94亿2026Q2 申报市值
129持仓数
51.0%前十大占比 · 第一大 19.7%
16 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INVESCO QQQ TR 新建仓+$353.55万
PVAL 加仓+$146.43万
WTV 新建仓+$77.84万
RDVY 加仓+$71.85万
TOTL 加仓+$58.90万
2026Q2 卖出最多 按季末市值估算
QQQ 清仓-$302.74万
PROSHARES TR 减仓-$116.88万
BRK/B 减仓-$83.98万
IWS 清仓-$79.30万
DIREXION SHARES 减仓-$29.35万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,813.72万 | 19.71% | 50,956 | -321 | -0.6% | -$24.02万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,417.86万 | 7.33% | 304,720 | 6,765 | 2.3% | $31.48万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,132.97万 | 5.85% | 288,031 | 14,973 | 5.5% | $58.90万 | 加仓 |
| IJR | ISHARES TR | $769.06万 | 3.97% | 52,503 | -450 | -0.8% | -$6.59万 | 减仓 |
| IEF | ISHARES TR | $535.53万 | 2.77% | 56,898 | 1,905 | 3.5% | $17.93万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $502.73万 | 2.60% | 62,732 | 8,966 | 16.7% | $71.85万 | 加仓 |
| TLT | ISHARES TR | $484.74万 | 2.50% | 56,688 | 1,623 | 2.9% | $13.88万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $480.93万 | 2.49% | 93,076 | 28,339 | 43.8% | $146.43万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $376.51万 | 1.95% | 14,915 | 10 | 0.1% | $2,524 | 加仓 |
| — | INVESCO QQQ TR | $353.55万 | 1.83% | 4,961 | 4,961 | — | $353.55万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $320.98万 | 1.66% | 28,860 | -284 | -1.0% | -$3.16万 | 减仓 |
| IJH | ISHARES TR | $318.81万 | 1.65% | 41,899 | -16 | -0.0% | -$1,217 | 减仓 |
| IWP | ISHARES TR | $316.08万 | 1.63% | 22,110 | -47 | -0.2% | -$6,719 | 减仓 |
| AAPL | APPLE INC | $298.48万 | 1.54% | 9,671 | 923 | 10.6% | $28.49万 | 加仓 |
| IYW | ISHARES TR | $280.93万 | 1.45% | 11,538 | 2 | 0.0% | $487 | 加仓 |
| — | KRANESHARES TRUST | $262.68万 | 1.36% | 151,181 | 3,749 | 2.5% | $6.51万 | 加仓 |
| TSLA | TESLA INC | $222.68万 | 1.15% | 5,660 | 571 | 11.2% | $22.47万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $220.88万 | 1.14% | 45,160 | 5,117 | 12.8% | $25.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $201.58万 | 1.04% | 10,346 | 302 | 3.0% | $5.88万 | 加仓 |
| VLO | VALERO ENERGY CORP | $194.77万 | 1.01% | 7,274 | -16 | -0.2% | -$4,284 | 减仓 |
| EZU | ISHARES INC | $192.36万 | 0.99% | 27,790 | 151 | 0.5% | $1.05万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $184.08万 | 0.95% | 30,040 | 249 | 0.8% | $1.53万 | 加仓 |
| SIL | GLOBAL X FDS | $173.14万 | 0.89% | 21,588 | 1,621 | 8.1% | $13.00万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $166.02万 | 0.86% | 38,467 | 2,128 | 5.9% | $9.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $158.61万 | 0.82% | 3,124 | -1,654 | -34.6% | -$83.98万 | 减仓 |
| USMV | ISHARES TR | $155.90万 | 0.81% | 15,926 | -1,004 | -5.9% | -$9.83万 | 减仓 |
| IYE | ISHARES TR | $145.80万 | 0.75% | 25,691 | -18 | -0.1% | -$1,022 | 减仓 |
| AMZN | AMAZON COM INC | $142.50万 | 0.74% | 5,872 | -453 | -7.2% | -$10.99万 | 减仓 |
| IWF | ISHARES TR | $141.44万 | 0.73% | 11,674 | -358 | -3.0% | -$4.34万 | 减仓 |
| IAU | ISHARES GOLD TR | $139.79万 | 0.72% | 18,035 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $133.56万 | 0.69% | 18,421 | -154 | -0.8% | -$1.12万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $133.20万 | 0.69% | 20,829 | 1 | 0.0% | $64 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $133.15万 | 0.69% | 68,162 | 40 | 0.1% | $781 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $130.96万 | 0.68% | 26,382 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $129.76万 | 0.67% | 56,615 | -50,994 | -47.4% | -$116.88万 | 减仓 |
| SH | PROSHARES TR | $121.82万 | 0.63% | 36,782 | 1,775 | 5.1% | $5.88万 | 加仓 |
| — | PROSHARES TR | $112.92万 | 0.58% | 43,616 | 2,147 | 5.2% | $5.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $112.74万 | 0.58% | 2,887 | 10 | 0.3% | $3,905 | 加仓 |
| — | EXXON MOBIL CORP | $108.47万 | 0.56% | 7,912 | -44 | -0.6% | -$6,032 | 减仓 |
| META | META PLATFORMS INC | $108.26万 | 0.56% | 1,857 | 25 | 1.4% | $1.46万 | 加仓 |
| CVX | CHEVRON CORPORATION | $105.29万 | 0.54% | 6,223 | 537 | 9.4% | $9.09万 | 加仓 |
| NEU | NEWMARKET CORP | $98.40万 | 0.51% | 1,251 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $96.52万 | 0.50% | 42,049 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $93.95万 | 0.49% | 6,016 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $90.26万 | 0.47% | 6,258 | 92 | 1.5% | $1.33万 | 加仓 |
| IWM | ISHARES TR | $87.82万 | 0.45% | 2,951 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $83.01万 | 0.43% | 3,316 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $82.84万 | 0.43% | 46,383 | -1,076 | -2.3% | -$1.92万 | 减仓 |
| GOOGL | ALPHABET INC | $78.65万 | 0.41% | 2,185 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $77.84万 | 0.40% | 7,547 | 7,547 | — | $77.84万 | 新建仓 |
| IWR | ISHARES TR | $76.36万 | 0.39% | 6,921 | 182 | 2.7% | $2.01万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $70.86万 | 0.37% | 39,475 | 70 | 0.2% | $1,256 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $70.55万 | 0.36% | 35,947 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $70.31万 | 0.36% | 8,654 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $70.21万 | 0.36% | 31,396 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $70.21万 | 0.36% | 104 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $69.75万 | 0.36% | 724 | -11 | -1.5% | -$1.06万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $66.13万 | 0.34% | 13,510 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $64.95万 | 0.34% | 6,202 | -118 | -1.9% | -$1.24万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $64.65万 | 0.33% | 12,148 | -1,267 | -9.4% | -$6.74万 | 减仓 |
| IYY | ISHARES TR | $61.63万 | 0.32% | 3,390 | -40 | -1.2% | -$7,272 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $61.58万 | 0.32% | 12,382 | 116 | 0.9% | $5,769 | 加仓 |
| PSX | PHILLIPS 66 | $60.98万 | 0.32% | 3,456 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $60.90万 | 0.31% | 5,855 | -80 | -1.3% | -$8,321 | 减仓 |
| GDX | VANECK ETF TRUST | $57.57万 | 0.30% | 7,340 | -407 | -5.3% | -$3.19万 | 减仓 |
| SO | SOUTHERN CO | $56.32万 | 0.29% | 5,748 | 3 | 0.1% | $294 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $55.52万 | 0.29% | 27,233 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $55.15万 | 0.28% | 25,316 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $52.41万 | 0.27% | 4,687 | 2 | 0.0% | $224 | 加仓 |
| GSK | GSK PLC | $52.38万 | 0.27% | 9,761 | 1 | 0.0% | $54 | 加仓 |
| AMLP | ALPS ETF TR | $52.23万 | 0.27% | 10,032 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $50.25万 | 0.26% | 833 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $49.64万 | 0.26% | 2,011 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $49.33万 | 0.25% | 720 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $48.89万 | 0.25% | 4,751 | 750 | 18.7% | $7.72万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $48.32万 | 0.25% | 1,837 | 1 | 0.1% | $263 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $48.13万 | 0.25% | 646 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $47.11万 | 0.24% | 3,636 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO ETF TR | $46.55万 | 0.24% | 7,435 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $45.91万 | 0.24% | 1,759 | 6 | 0.3% | $1,566 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $44.32万 | 0.23% | 927 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $43.83万 | 0.23% | 846 | -444 | -34.4% | -$23.00万 | 减仓 |
| TFC | TRUIST FINL CORP | $42.51万 | 0.22% | 8,339 | 12 | 0.1% | $612 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $41.42万 | 0.21% | 9,479 | -975 | -9.3% | -$4.26万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $40.48万 | 0.21% | 11,607 | 45 | 0.4% | $1,569 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $40.08万 | 0.21% | 1,198 | 1 | 0.1% | $335 | 加仓 |
| TGT | TARGET CORP | $39.97万 | 0.21% | 3,069 | -120 | -3.8% | -$1.56万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $38.76万 | 0.20% | 14,500 | 4,426 | 43.9% | $11.83万 | 加仓 |
| YUM | YUM BRANDS INC | $36.86万 | 0.19% | 2,238 | 11 | 0.5% | $1,812 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $36.45万 | 0.19% | 6,181 | 72 | 1.2% | $4,246 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.97万 | 0.19% | 828 | 26 | 3.2% | $1.13万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $35.23万 | 0.18% | 2,612 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $34.39万 | 0.18% | 1,115 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP | $34.21万 | 0.18% | 7,959 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $32.75万 | 0.17% | 1,644 | -38 | -2.3% | -$7,570 | 减仓 |
| GOOG | ALPHABET INC | $32.41万 | 0.17% | 910 | 1 | 0.1% | $356 | 加仓 |
| ITA | ISHARES TR | $31.64万 | 0.16% | 1,275 | -40 | -3.0% | -$9,928 | 减仓 |
| V | VISA INC | $31.03万 | 0.16% | 857 | 1 | 0.1% | $362 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $30.90万 | 0.16% | 11,240 | 700 | 6.6% | $1.92万 | 加仓 |
| SHEL | SHELL PLC | $30.50万 | 0.16% | 3,909 | 5 | 0.1% | $390 | 加仓 |